Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 1,805,040 shares of DFIS stock, worth $54.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,805,040
Previous 1,849,316
2.39%
Holding current value
$54.7 Million
Previous $45.4 Million
2.69%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding DFIS
# of Institutions
259Shares Held
86.6MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$558 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$378 Million11.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$118 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$115 Million1.68% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$109 Million0.16% of portfolio